Jorge Bravo Email & Phone Number
Managing Director of Investments @ Nationwide Planning Associates, Inc.
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Jorge Bravo Location
- San Juan, Puerto Rico
Jorge Bravo Work
- Managing Director of Investments @ (March 2018 - Present)
- Branch Manager Puerto Rico @ (January 2015 - March 2018)
- Wealth Advisor and Insurance @ (September 2011 - January 2015)
- Certified Financial Planner @ Chartered Retirement Planning Counselor (January 1994 - September 2011)
Jorge Bravo Education
- College for Financial Planning
Chartered Retirement Planing Counselor (CRPC) (Retirement Planning)
2014-2015 - College for Financial Planning
MASTER (FINANCIAL PLANNING)
2003-2004 - College for Financial Planning
Certified Financial Planner CFP
1998-1999
Jorge Bravo Skills
- Financial Advisory
- Series 63
- Retirement Planning
- Financial Planning
- Wealth Management Services
- IRAs
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Wealth Management
- Mutual Funds
- Chartered Retirement Plananing Counselor
- Uniform Combined State Law
- Strategic Financial Planning
- Investment Strategies
- Rico
- Financial Analysis
- Small Business
- Management
- Capital
- Series 7
Jorge Bravo Summary
- Jorge Bravo, based in San Juan, Puerto Rico, is currently a Managing Director of Investments at Nationwide Planning Associates, Inc.. Jorge Bravo brings experience from previous roles at Aegis Capital, UBS and Chartered Retirement Planning Counselor. Jorge Bravo holds a 2014 - 2015 Chartered Retirement Planing Counselor (CRPC) in Retirement Planning @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Series 63, Retirement Planning, Financial Planning, Wealth Management Services and more. Jorge Bravo has 2 emails and 1 mobile phone numbers on RocketReach.
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